Creative Planning

Creative Planning Portfolio holdings

AUM $140B
1-Year Est. Return 18.06%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.04B
AUM Growth
+$742M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,596
New
Increased
Reduced
Closed

Top Buys

1
+$73.7M
2
+$53.9M
3
+$46M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$37.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$33.7M

Top Sells

1
+$10.3M
2
+$8.28M
3
+$6.77M
4
SLV icon
iShares Silver Trust
SLV
+$5.88M
5
BP icon
BP
BP
+$3.81M

Sector Composition

1 Energy 6.33%
2 Financials 4.42%
3 Technology 2.93%
4 Healthcare 2.26%
5 Industrials 2.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2151
$18K ﹤0.01%
1,770
+1,750
2152
$18K ﹤0.01%
2,400
2153
$18K ﹤0.01%
1,656
+600
2154
$18K ﹤0.01%
591
+254
2155
$18K ﹤0.01%
+1,100
2156
$18K ﹤0.01%
2,372
+200
2157
$18K ﹤0.01%
897
2158
$18K ﹤0.01%
+705
2159
$17K ﹤0.01%
135
-93
2160
$17K ﹤0.01%
270
2161
$17K ﹤0.01%
620
2162
$17K ﹤0.01%
600
2163
$17K ﹤0.01%
473
+310
2164
$17K ﹤0.01%
600
+100
2165
$17K ﹤0.01%
700
2166
$17K ﹤0.01%
5,522
+73
2167
$17K ﹤0.01%
+210
2168
$17K ﹤0.01%
418
2169
$17K ﹤0.01%
200
2170
$17K ﹤0.01%
1,000
2171
$17K ﹤0.01%
1,030
+530
2172
$17K ﹤0.01%
1,377
-56
2173
$17K ﹤0.01%
560
2174
$17K ﹤0.01%
+960
2175
$17K ﹤0.01%
257
85 86
87
88 89